Over 1,889 reviews forMinneapolis Financial Planners from people just like you.

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Company had won an award for great customer satisfaction and that made us choose them. We work with their financial planner, Rod and he" ...More goes over and beyond of what we ask. My husband and I both run our own companies and we would be in a big mess if it wasn?t for him. He keeps us in check. He charges about $100 an hour. A lot of the communication happens through email so we receive an email from him every week.

Company is a very reliable firm and they really care about their clients. I think they do an outstanding job. I would continue to use their services in future.

-Katie P.

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is a friendly guy who is easy to work with and very prompt in returning emails and phone calls. He has been patient with me as it has taken" ...More me several months to gather all the materials necessary for his analysis, which undoubtedly will create extra work for him due to the piecemeal fashion in which I have supplied him with everything. The advice he has provided so far has been very helpful and even though I may not implement all of his recommendations, I believe I will get my money?s worth out of the process.

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Financial Advising reviews in Minneapolis

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was great to work with. He spent a lot of time with us in meetings and put in a great deal of work behind the scenes. He was willing to listen to our questions and gave us great advice. It was expensive but definitely worth it. We feel like we have our financial affairs on track.”

- Amanda E.

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is very personable and easy to work with. My wife and I met with

at his office quite a few times in the initial planning in order to fully cover the details of our plan.

was even willing to meet with us on Saturdays to accommodate our work schedules. In an industry like Financial ...More Planning, it is very difficult to find a trustworthy source so we were very happy to find

different than most in that regard. He is knowledgeable and follows up on all questions very quickly. We found him easy to reach via phone and email too.

definitely listened to us and helped us make decisions that are in our best interest.”

- JOHN N.

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is very easy to work with. He never offered a "one size fits all" solution to our particular situation, appreciating the position we are presently in and the challenges we may have in the future. He has a way of asking relevant questions and painting "what if" scenarios which are very helpful in seeing the ...More big picture. He has an excellent software that displays our data in a visual way. This makes the heavier financial concepts very easy to understand.

is very thorough, but is engaging and fun to work with. I also appreciate his manner. He never comes across as judgemental, and has become an objective and trusted friend who is looking out for our financial health. It is a pleasure working with

!”

- Amy S.

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The experience has been a very positive one. We feel reassured regarding our ongoing financial situation and plan to continue to work with

. He's got a great personality - energetic with a good sense of humor and lots of patience with indecisive clients. For some time we had been looking for a competent fee-for-service financial ...More planner whom we could trust. We found what were looking for in

.”

- John G.

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This process was very user friendly and helpful to understanding the sensitivity of long term results for various alternative financial decisions in a variety of potential economic climates.

is knowledgeable, flexible and customer focused. He was willing to try a variety of alternatives and answer questions.

...More uses an innovative software based approach to building a diversified investment portfolio across all our accounts. We intend to use

for further investment advice and portfolio management.”

- Alan R.

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My husband and I met

at a professional business meeting. He was also highly recommended by many of our colleagues.

patiently walked us through our current portfolio (which wasn't big) and helped us make sound investment decisions to grow our portfolio to what it is today. He also has helped us successfully ...More diversify our portfolio and 401K plans. My husband and I highly recommend

to help create a diversified profitable portfolio and sound retirement plan.”

- KRISTI B.

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It's been a pleasure working with

.

is an independent financial advisor and does not push the agenda of any one investment firm. We pay

a yearly retainer, plus a fraction of a percentage of the return on investments he manages. We meet twice a year with

...More . During one of those meetings he presents us with a complete update of our retirement plan.

also advised us to get our will created as well as a plan for our kids, just in case(which we did). We're by no means rich, but without question feel

earns his pay.”

- ERIK L.

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Our advisor,

, came recommended to us by a friend. We have been working with her for the past three years now. She is always very thorough in determining our financial needs and goals. We have life and disability policies to make sure we will be taken care of should anything happen to us. She has set up

...More accounts for us, and handled our 401k rollers from two prior jobs. We also recommended her to a friend of ours whose father was dealing with terminal cancer. She met with them pro-

and discussed what could be done with their assets to best help them. She is a caring and dedicated financial planner.”